# SHERMAN WEALTH SOLUTIONS LLC

SHERMAN WEALTH SOLUTIONS LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 324426
- Type: SEC-registered investment adviser
- Location: 715 N. CHURCH STREET, CHARLOTTE, NC, 28202
- Phone: (980) 350-0170
- Latest filing: 2026-04-24
- Regulatory AUM: $29.2M
- Discretionary AUM: $16.3M
- Non-discretionary AUM: $13.0M
- Clients: 1
- Accounts: 180

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324426/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324426/similar
- Related entities: https://search.stillhousedata.com/firm/324426/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324426

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.